Advanced Business Financial Planning Solutions
Most Business owners and senior managers know the value of good advice when it comes to managing business accounts and taxation – but what about the rest of the financial life of your business? That’s why we take the time to sit down with you to think about a range of issues to help you better manage your business and move forward. Seeking financial planning solutions for business challenges will help you feel more certain about where the business is going, for yourself and your family.
Common business challenges
Every business has challenges and success is determined by how well you deal with them. When you’re in business it’s important to remember you don’t have to solve every problem by yourself. Does the following sound like your business?
- Feeling like you are going it all alone, but would like support
- You’re making money and want to improve profitability
- Wants help with business planning and decision making for more success
- Not feeling like you’re getting ahead with where your business is at
- Having a sounding board, someone to bounce ideas and decisions with
- Would like to make better decisions, that more easily dovetail into each other to move forward
- Haven’t thought about longer term planning, but realise it’s important
- Haven’t thought about business succession planning
- Perhaps you also want advice to help the family financial plans move forward
How to move forward financially while managing risk is one of the most common types of challenges a business owner or manager can experience. Your business and personal financial life doesn’t have to be stressful; in fact we aim to make it joyful! We also believe that financial goals and planning are not about denial.
Move your business forward with Advanced Financial Planning Solutions
While it’s true we’ve even had new clients so frustrated they feel like giving up, our greatest achievement can be to lift that heavy weight off their shoulders. Our priority is to sort out your business and family financial life to give you back control.
At Advanced Financial Planning Solutions, we:
- Offer a great sounding board for business plans and decisions
- Bring new ideas and strategies to your own decision making
- Review and implement your business insurance needs, we’ll also be there to help you make a claim if you need to
- Offer highly experienced and qualified advice without the cost of hiring a full-time resource
- Are more than happy to work with your accountant, solicitor and other business advisers
- We also look at the medium to long term too – savings, investment, superannuation and estate planning for yourself and your family
Our advice to business can include: Debt and mortgage reduction advice, Saving and investment advice, Business insurance protection advice, Superannuation and retirement advice, and Estate planning advice.
Advancing your business – It’s how we help clients step forward
Advanced Financial Planning Solutions:
- Have a genuine passion in this space, helping business owners and managers
- Are experienced in helping business do more business, and are locally based
- Have a process that works and know how to make it work for your business
- Have appointments at your business, and some after hours appointments each week
- Provide qualified and experienced advice from Susie Erratt, a Certified Financial Planner®
- Are local business that is owned and operated by a local business owner
Is that the kind of support you’d like to access to help your business get and stay ahead? If so we’re here to help you.
Your first appointment is at our cost, to see how we might assist.
Is that the kind of financial planning support you’d like to access to help your family get and stay ahead?
If so we’re here to help you.
Call us on 0411 331 870 or contact us and ask for an appointment. Your first appointment is at our cost, to see how we might assist.